Civic Intelligence

Rotary International

990EZ • Fiscal year 2016 • EIN 80-0779464

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 20, 2018

C/O 99 Daylesford BlvdBerwyn, PA 19312

(610) 733-4224

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-44%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$12,484

No earlier filing loaded for comparison.

Net Assets

$12,484

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$58,465

No earlier filing loaded for comparison.

Expenses

$84,162

No earlier filing loaded for comparison.

Net Income

-$25,697

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2016: $12,484Liabilities 2016: $0Net Assets 2016: $12,4842016Assets 2017: $14,203Liabilities 2017: $0Net Assets 2017: $14,2032017Assets 2018: $15,222Liabilities 2018: $0Net Assets 2018: $15,2222018Assets 2019: $17,895Liabilities 2019: $02019Assets 2020: $43,640Liabilities 2020: $02020Assets 2021: $38,547Liabilities 2021: $13,6922021Assets 2022: $49,331Liabilities 2022: $17,9652022Assets 2024: $36,883Liabilities 2024: $5,121Net Assets 2024: $31,7622024

Highlighted filing

2016

Assets$12,484
Liabilities$0
Net Assets$12,484

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $58,465Expenses 2016: $84,162Net Income 2016: -$25,6972016Revenue 2017: $61,635Expenses 2017: $59,916Net Income 2017: $1,7192017Revenue 2018: $67,465Expenses 2018: $66,446Net Income 2018: $1,0192018Revenue 2019: $73,520Expenses 2019: $70,847Net Income 2019: $2,6732019Revenue 2020: $85,113Expenses 2020: $59,368Net Income 2020: $25,7452020Revenue 2021: $71,197Expenses 2021: $89,982Net Income 2021: -$18,7852021Revenue 2022: $66,461Expenses 2022: $59,950Net Income 2022: $6,5112022Revenue 2024: $143,241Expenses 2024: $125,021Net Income 2024: $18,2202024

Highlighted filing

2016

Revenue$58,465
Expenses$84,162
Net Income-$25,697
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 20, 2018
Return Version
2015v3.0
Gross Receipts
$71,882
Mission and Program Overview

Mission

Chapter of rotary international

Program Services

DescriptionGrantsExpenses
DONATIONS TO COMMUNITY SERVICE CHARITABLE ORGANIZATIONS AND/OR ROTARY INTERNATIONAL PROJECTS$67,910$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID ALLEVAPresident-$0--
AMY ANDERSSONTreasurer-$0--
LAUREN ADAMSKISecretary-$0--
MARY LOU STOCKTONDirector-$0--
GIGI MILLERDirector-$0--
BRAD SIMEKDirector-$0--
ALEX SCHERERDirector-$0--
STEVE SMITHDirector-$0--
STACEY BALLARDDirector-$0--
RAY PRINCEDirector-$0--
CHANTAL EADEHDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oktoberfest$31,149$31,149$3,574$27,575
Golf Outing$22,752$22,752$1,477$21,275
Total Events$53,901$53,901$13,417$40,484
Filing and Contact Details

Filer

Filer Name
Upper Main Line Rotary Club
EIN
80-0779464
Phone
6107334224
Address
C/O 99 DAYLESFORD BLVD, BERWYN, PA 19312

Signing Officer

Name
Amy Andersson
Title
Treasurer
Phone
6107334224
Signed
2018-10-20
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: 50/50, happy dollars. Amount: 657.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: vanguard charitable endowment program grantee name: vanguard charitable endowment program. Grantee address: p.o. Box 55766 boston, ma 02205-5766. Date of gift: various. Amount given: 65,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: other grants. Date of gift: various. Amount given: 2,910. Total included on form 990-ez, line 10: 67,910.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: dues paid to rotary international/ district. Amount: 6,164. Description: supplies and other misc. Amount: 1,608. Description: meeting costs. Amount: 8,480. Total to form 990-ez, line 16: 16,252.

Raw XML Appendix173 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum06107334224
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt099 DAYLESFORD BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BERWYN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID ALLEVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY ANDERSSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LAUREN ADAMSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY LOU STOCKTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GIGI MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRAD SIMEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALEX SCHERER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEVE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STACEY BALLARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RAY PRINCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHANTAL EADEH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt016252
IRS990EZ/OtherRevenueTotalAmt0657
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHAPTER OF ROTARY INTERNATIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DONATIONS TO COMMUNITY SERVICE CHARITABLE ORGANIZATIONS AND/OR ROTARY INTERNATIONAL PROJECTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt067910
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt013417
IRS990EZ/SpecialEventsNetIncomeLossAmt040484
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt084162
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt058465
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UMLROTARY.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013417
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0860
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0860
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OKTOBERFEST
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt02848
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt031149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt053901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022752
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt031149
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053901
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt040484
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05051
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01477
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03574
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt04658
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: 50/50, HAPPY DOLLARS. AMOUNT: 657.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: VANGUARD CHARITABLE ENDOWMENT PROGRAM GRANTEE NAME: VANGUARD CHARITABLE ENDOWMENT PROGRAM. GRANTEE ADDRESS: P.O. BOX 55766 BOSTON, MA 02205-5766. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 65,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: OTHER GRANTS. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 2,910. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 67,910.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUES PAID TO ROTARY INTERNATIONAL/ DISTRICT. AMOUNT: 6,164. DESCRIPTION: SUPPLIES AND OTHER MISC. AMOUNT: 1,608. DESCRIPTION: MEETING COSTS. AMOUNT: 8,480. TOTAL TO FORM 990-EZ, LINE 16: 16,252.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY ANDERSSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06107334224
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MAIN LINE ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0800779464
ReturnHeader/Filer/PhoneNum06107334224
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O 99 DAYLESFORD BLVD
ReturnHeader/Filer/USAddress/CityNm0BERWYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019312
ReturnHeader/ReturnTs02018-10-25T10:09:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings